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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,521 | $129,737-80.3% | $119,126-78.6% | $154,746-83.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 14.23% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,134 | $4,375-51.2% | $4,034-47.1% | $4,379-51.3% |
| Participant deferral / active EE | $3,300 | $5,842-43.5% | $5,318-38.0% | $6,730-51.0% |
| Admin fee / account holder | $290 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |